Geneos Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Sell |
429
-661
| -61% | -$40.5K | ﹤0.01% | 1904 |
|
|
2025
Q1 | $63.3K | Buy |
1,090
+835
| +327% | +$48.5K | ﹤0.01% | 1789 |
|
|
2024
Q4 | $13.6K | Sell |
255
-23
| -8% | -$1.23K | ﹤0.01% | 1914 |
|
|
2024
Q3 | $12.1K | Buy |
+278
| New | +$12.1K | ﹤0.01% | 1762 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$17K | – | 2110 |
|
|
2023
Q3 | $17K | Hold |
800
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q2 | $27.2K | Buy |
+800
| New | +$27.2K | ﹤0.01% | 1273 |
|
|
2023
Q1 | – | Sell |
-900
| Closed | -$30.2K | – | 2053 |
|
|
2022
Q4 | $30.2K | Hold |
900
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q3 | $27K | Sell |
900
-732
| -45% | -$22K | ﹤0.01% | 1226 |
|
|
2022
Q2 | $59K | Buy |
1,632
+650
| +66% | +$23.5K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $51K | Buy |
+982
| New | +$51K | ﹤0.01% | 1378 |
|